CONTACT US

5424 S Memorial Dr
Tulsa OK. 74145

918.794.9290

Hours:
Monday-Thursday 8:30am – 5:30pm
Friday 8:30am – 1pm

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Call for a free consultation 918.794.9290

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Workshops

Our financial workshops are free and are packed with helpful information that will educate you on retirement options and equip you with confidence and peace of mind.

Topics covered are:
• Social Security planning – Learn how to get the most out of social security and how to avoid taxes.
• Estate planning – Everything you need to know about wills and trusts.
• IRA & RMD planning – Understanding your tax picture with RMD’s (Required Minimum Distributions)

If you would like to attend one of our free workshops, you can call Eileen 918.794.9290 or click button below.